Number of Shares
59,019.00
Current Holdings Value*
$5.34 Mil
% of Portfolio
3.81%
Total Estimate Gain
$419,144.60
% of Total Estimate Gain
8.55%

Financial Alternatives, Inc's Vanguard Real Estate Index Fund ETF Holding Summary

As of 2025-03-31, Financial Alternatives, Inc held 59,019.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $5.34 Mil. This investment constitutes 3.81% of their stock portfolio, and Financial Alternatives, Inc now holds 0.02% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.

The initial trade took place in 2022Q4. And since then Financial Alternatives, Inc has made 7 purchases of VNQ, at an average price of $82.26, for a total of 59,610.00 shares. In addition, there have been 2 sales at an average price of $86.15 for 591.00 shares. Based on historical transaction data and VNQ's current price of $89.32, Financial Alternatives, Inc's estimated gain on his VNQ holdings is $419,144.60, reflecting a 8.55% gain to date.

Financial Alternatives, Inc VNQ ($89.32) Holding Chart

Financial Alternatives, Inc VNQ ($89.32) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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